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Invesco India Flexi Cap Fund vs Tata Flexi Cap Fund compare

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tortoise-icon Invesco India Flexi Cap Fund - Growth

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tortoise-icon Tata Flexi Cap Fund -Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Invesco India Flexi Cap Fund - Growth Tata Flexi Cap Fund -Regular Plan-Growth
Fund Invesco India Flexi Cap Fund - Growth Tata Flexi Cap Fund -Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2472 Cr ₹2886 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 11 Feb 2022 06 Sep 2018
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open Ended
Benchmark BSE 500 NIFTY 500 TRI
Turn Over 97% 69.17%
Expense Ratio 1.96 1.94
Manager Amit Ganatra Amey Sathe
ISIN Code INF205KA1460 INF277K019K2
Exits Load Invesco India Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Tata Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Invesco India Flexi Cap Fund - Growth Tata Flexi Cap Fund -Regular Plan-Growth
1 Month 3.69% 4.45%
6 Month -4.34% -0.59%
1 Year 10.76% 10.06%
3 Year 20.48% 14.63%
5 Year - 19.22%

SIP Return Analysis

Scheme Name Invesco India Flexi Cap Fund - Growth Tata Flexi Cap Fund -Regular Plan-Growth
6 Month 0.22% 4.52%
1 Year -2.64% 4.49%
3 Year 21.46% 16.92%
5 Year - 15.74%

Rolling Lumpsum Returns

Scheme Name Invesco India Flexi Cap Fund - Growth Tata Flexi Cap Fund -Regular Plan-Growth
1 Year 34.52% 14.24%
3 Year - 15.51%
5 Year - 15.14%

Risk Management

Scheme Name Invesco India Flexi Cap Fund - Growth Tata Flexi Cap Fund -Regular Plan-Growth
Standard Deviation - 11.4%
Sharp - 0.45%
Beta - 0.8%
Alpha - -

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Fund Managers

Scheme Name Invesco India Flexi Cap Fund - Growth Tata Flexi Cap Fund -Regular Plan-Growth
Name Amit Ganatra Amey Sathe
Total AUM ₹23585 Cr ₹11910 Cr
Funds Managed 5 4
Invesco India Flexi Cap Fund - Growth Tata Flexi Cap Fund -Regular Plan-Growth

Market Cap

Scheme Name

Invesco India Flexi Cap Fund - Growth

Tata Flexi Cap Fund -Regular Plan-Growth

Others 4.45 3.13
Large Cap 47.35 58.34
Small Cap 23.55 23.85
Mid Cap 24.65 14.68

Sector Allocation

Scheme Name

Invesco India Flexi Cap Fund - Growth

Tata Flexi Cap Fund -Regular Plan-Growth

Others 2.52 3.02
Communication Services 2.94 1.35
Energy 3.33 4.28
Technology 10.43 5.01
Financial Services 24.35 40.02
Consumer Cyclical 20.14 11.56
Industrials 14.45 7.26
Healthcare 10.36 7.59
Real Estate 3.23 0.75
Basic Materials 4.79 9.55
Utilities 1.51 -
Consumer Defensive 1.95 9.62

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